Debra Lark
ELIZABETHTOWN,KY
Summary
Accomplished Financial Advisor with a proven track record adept in mutual funds and client relations. Excelled in building wealth management strategies and fostering long-term customer loyalty through ethical standards and exceptional sales follow-up. Achieved significant client base growth by leveraging in-depth stock market understanding and banking expertise.
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach.
Overview
40
40
years of professional experience
1
1
Certification
Work History
Financial Advisor
FIrst Financial Bancorp - FInancial Advisory Servi
02.2017 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Process New account paperwork and other account related materials
- Money Movement - Check writing and Check deposits
- Review accounts
Financial Advisor
First Service Corp
01.2016 - 02.2017
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Facilitated new client onboarding process and investment account setup.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Licensed Administrative Assistant
First Federal Savings - Raymond James
08.2000 - 02.2017
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained inventory of office supplies and placed orders.
- Transcribed and organized information to assist in preparing speeches and presentations.
- Surpassed team goals by partnering with colleagues to implement best practices and protocols.
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
- Liaised between clients and vendors and maintained effective lines of communication.
- Assisted coworkers and staff members with special tasks on daily basis.
- Managed filing system, entered data and completed other clerical tasks.
- Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
Financial Advisor
First Federal Bank - Raymond James Financial
03.2000 - 01.2016
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Facilitated new client onboarding process and investment account setup.
Bank Teller - CSR
First Federal Savings Bank
09.1984 - 08.1990
- Processed customer transactions promptly, minimizing wait times.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
- Placed orders for customer checks and verified starting numbers.
- Assisted customers with compromised debit cards and issued new credentials.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Reconciled cash drawer and resolved discrepancies.
- Sold and cross-sold bank products to new and existing customers.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
- Provided customer records, account statements and copies of checks.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Maintained accurate records of customer transactions in line with bank procedures.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Monitored and reported suspicious activity in line with bank security policies.
Education
Associate of Applied Science - Secretarial And Office Administration
Elizabethtown Community And Technical College
05-1985
Skills
- Mutual funds understanding
- Funding education
- Client Relations
- Stock market understanding
- Sales follow-up
- Banking
- Ethical standards
- Reporting
- Mutual fund sales
- Cash Handling
Certification
Series 7 - General Securities Representative
Series 24 - General Securities Principal
Series 53 - Municipal Securities Principal
Series 63 - Uniform Securities Agent State Law
SIE - Securities Industry Essentials
Life and Health Insurance License
Timeline
Financial Advisor
FIrst Financial Bancorp - FInancial Advisory Servi
02.2017 - Current
Financial Advisor
First Service Corp
01.2016 - 02.2017
Licensed Administrative Assistant
First Federal Savings - Raymond James
08.2000 - 02.2017
Financial Advisor
First Federal Bank - Raymond James Financial
03.2000 - 01.2016
Bank Teller - CSR
First Federal Savings Bank
09.1984 - 08.1990
Series 7 - General Securities Representative
Series 24 - General Securities Principal
Series 53 - Municipal Securities Principal
Series 63 - Uniform Securities Agent State Law
SIE - Securities Industry Essentials
Life and Health Insurance License
Associate of Applied Science - Secretarial And Office Administration
Elizabethtown Community And Technical College
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